Sentences with phrase «potential asset appreciation»

After taxes, insurance, and regular maintenance costs, you calculate that you will earn around 5 % annually, not including any potential asset appreciation, which you estimate could be 2 % or more per year.

Not exact matches

The adviser uses the following principal strategies: investing primarily in common stocks, selected for their appreciation potential; investing in certain event driven situations; engaging, within prescribed limits, in short sales of equity securities; varying its common stock exposure by hedging, primarily with the purchase or short sale of Standard & Poor's 500 Index futures contracts; and investing all or any portion of its assets in U.S. Treasury securities.

That means $ 1.4 billion of the fund's assets are invested in these large companies, providing a very stable foundation for the investor in their consistent earnings and dividends, while smaller companies that carry much less weight in the index and are even further oversold provide potential for capital appreciation.

The Moderate Asset Allocation portfolio is a diversified portfolio designed for a long - term investor with an Individual Retirement Account seeking current income, with the potential for capital appreciation.

Investing so you have capital appreciation potential as well as a stream of guaranteed income will help give you some assurance that you won't outlive your assets.

The Moderate Asset Allocation portfolio is a diversified portfolio designed for a long - term investor seeking current income, with the potential for capital appreciation.

If I transfer assets out of the Plan and into an IRA I understand that: (i) those assets will no longer be subject to the protections of ERISA, (ii) I alone will be making investment decisions about those assets and will not be able to rely on the plan sponsor or any other person with ERISA fiduciary responsibilities, (iii) depending on the investments and services selected for the IRA, I may pay more in transaction costs than when the assets are in the Plan, and (iv) if I am between the age of 55 and 59.5, I would lose the ability to potentially take penalty - free withdrawals from the plan, (v) if I continue working past age 70.5 and transferred my plan assets to my new employer's plan, I would not be subject to required minimum distribution, and (iv) if I hold appreciated company stock, I understand any potential tax benefits that may have been available to me (e.g. net unrealized appreciation).

Newton allocates the Fund's investments across asset classes seeking to construct a diversified portfolio focused on income generation, while maintaining the potential for long - term capital appreciation and managing the risk profile of the Fund's portfolio of investments.

Besides the potential currency appreciation, the boom in Chinese debts comes amid an increasing appetite for fixed income assets in addition to the potential yield pick - up offered in the current low - rate environment.

Under normal market conditions, the fund invests at least 80 % of its net assets (plus borrowings for investment purposes) in equity securities of companies that the sub-adviser («Sub-Adviser») believes have significant potential for capital appreciation, income growth, or both.

Without the MID, there is no value in real estate other than potential appreciation down the road... I don't know about you, but I want to receive tax benefits on my biggest asset and protect my investment...

Stocks are generally seen to be riskier assets, while bonds offer more consistent performance but lack the potential for significant price appreciation that equities can experience.

Worst case, property / asset investors could still benefit significantly from potential hard - Euro / new Deutsche Mark appreciation.

Investing so you have capital appreciation potential as well as a stream of guaranteed income will help give you some assurance that you won't outlive your assets.

Finally, and best of all, while leather wallets wear out after a year or two, digital wallet ICOs supply a financial asset with price appreciation potential in the form of tokens.

In making an equitable apportionment of marital property, the family court must give weight in such proportion as it finds appropriate to all of the following factors: (1) the duration of the marriage along with the ages of the parties at the time of the marriage and at the time of the divorce; (2) marital misconduct or fault of either or both parties, if the misconduct affects or has affected the economic circumstances of the parties or contributed to the breakup of the marriage; (3) the value of the marital property and the contribution of each spouse to the acquisition, preservation, depreciation, or appreciation in value of the marital property, including the contribution of the spouse as homemaker; (4) the income of each spouse, the earning potential of each spouse, and the opportunity for future acquisition of capital assets; (5) the health, both physical and emotional, of each spouse; (6) either spouse's need for additional training or education in order to achieve that spouse's income potential; (7) the non marital property of each spouse; (8) the existence or nonexistence of vested retirement benefits for each or either spouse; (9) whether separate maintenance or alimony has been awarded; (10) the desirability of awarding the family home as part of equitable distribution or the right to live therein for reasonable periods to the spouse having custody of any children; (11) the tax consequences to each or either party as a result of equitable apportionment; (12) the existence and extent of any prior support obligations; (13) liens and any other encumbrances upon the marital property and any other existing debts; (14) child custody arrangements and obligations at the time of the entry of the order; and (15) such other relevant factors as the trial court shall expressly enumerate in its order.